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Plan Managers 

Computershare Plan Managers

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Computershare is the global leader and provider of plan outsourcing services. Our tailored approach will effectively suit the demands of administering your employee stock plans. We service a full range of plan types from open-market employee stock purchase plans to complex equity awards supporting companies with employees around the world.

A leader in equity compensation services for more than 30 years, we serve close to 5 million plan participants and more than 1000 stock plans around the world, with more than 500 plans in North America alone.

Maximum Choice

At Computershare, we like to think that you’re not just our client, but our partner. Our teams will work with you to tailor a solution that best meets your company’s and your participants’ needs. So while you work on growing your business, we’ll help you manage your plans.

> Plan Management Solutions
> Employee stock purchase plans 
> Employee stock option plans 
> Restricted stock plans 
> Executive services
> Executive trading plans (Rule 10b5-1) 
> FAS 123R reporting and consulting 
> Stock plan communications

In-House Advantage: Superior Participant Service

Our self-service solutions — through the Web and interactive voice response system — enable participants to manage their plan accounts around the clock, with direct access to:

> Automated plan enrollment
> Online grant acceptance
> Account information
> Selling shares by specific share lot
> Electronic filing of W-8 BEN or W-9
> Modeling exercises
> Online statements
> Canceling pending limit orders
> Multi-currency payment options
> Online tax election for restricted awards

In addition, if plan participants require assistance, they can access our participant service representatives from 8 a.m. to 7 p.m. Eastern Time, any day the New York Stock Exchange is open. All representatives are based in the US and Canada call centers. Because we do not outsource this core function to outside third parties, we are able to manage quality more effectively.

Employee Plan Members login